Outlook 2022

JPMorgan AM: equities are a good inflation hedge
Vincent Juvyns, JP Morgan
957eb72e-0e47-… Mon, 12/20/2021 - 17:57
In its outlook for 2022, JP Morgan Asset Management makes no bones about the...
Large-scale investment plans give new impetus to equities
Jérôme Van Der Bruggen, Bank Degroof Petercam
957eb72e-0e47-… Fri, 12/17/2021 - 13:26
European equities are very attractive right now with a risk premium of around 7...
Candriam expects inflation to cool slowly in 2022
Anton Brender and Florence Pisani, Candriam
957eb72e-0e47-… Wed, 12/08/2021 - 14:53
The current inflation surge is similar to the one after World War II. It then...
Lehman collapse does not apply
Bill Street, Quintet
957eb72e-0e47-… Wed, 12/08/2021 - 10:59
Quintet Private Bank has become more positive on Asia, both strategically and...
Real assets still the place to be
Philippe Gijsels and Koen De Leus, BNP Paribas
957eb72e-0e47-… Tue, 12/07/2021 - 09:10
Real assets like stocks and real estate are expensive but remain a way to...